TAM
PFFD icon

Tucker Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Tucker Asset Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$834 – 1509
2023
Q2 		$834 Sell
43
-216
-83% -$4.19K ﹤0.01% 992
2023
Q1 		$5.14K Buy
259
+216
+502% +$4.44K ﹤0.01% 693
2022
Q4 		$833 Hold
43
– – ﹤0.01% 663
2022
Q3 		$844 Hold
43
– – ﹤0.01% 689
2022
Q2 		$912 Sell
43
-178
-81% -$3.86K ﹤0.01% 537
2022
Q1 		$5.19K Buy
+221
New +$5.29K ﹤0.01% 313

Other funds holding PFFD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return